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Financial Advice

Can Blanche Make Your Retirement Sexy?: Golden Girls Retirement Plan, Part 3

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

By pooling their resources as housemates, Golden Girls' hottie-of-a-certain age Blanche Devereaux and her homegirls Dorothy, Rose and Sophia keep on living the good life through retirement.

Do Asset Allocation and Diversification Still Work?

Carrie Schwab-Pomerantz, CFP | Posted 02.01.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Readers, Here we go again. Just when we thought we could put the worries of 2008 and its aftermath behind us, market volatility once again has i...

Powerball Billions: Jackpot Payouts a Blessing or a Curse?

David Rae | Posted 01.20.2016 | Business
David Rae

Just when you thought it was safe to be a lottery winner comes the buzzkilling news that many winners, even those in the multimillion dollar range, manage to blow through their windfalls and are back to broke in under seven years.

9 Pieces of Advice for the Powerball Winner

Roxana Maddahi | Posted 01.16.2016 | Money
Roxana Maddahi

Lottery winners have a well-known history of losing all of their winnings quickly. As a wealth advisor & financial planner, here is how I would recommend breaking it all down in order to protect your money, and have your money work for you.

How To Create A Foundational Estate Plan

Alexandra McNulty | Posted 01.13.2016 | Money

Aol's BeOn group creates custom editorial content that is sponsored by marketing partners. The sponsoring partners do not exert editorial influence ov...

How to Be Richer in 2016

GOBankingRates | Posted 01.11.2016 | Business

By Cameron Huddleston, Columnist It was big news when the U.S. average hourly wage posted the biggest increase in years in October 2015. News repor...

5 Essential Steps to Help Your Financial Future in 2016

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

OK, I'm not going to call the following your Financial New Year's Resolutions because too many resolutions get broken all too easily (yes I'm talking to you, cheesecake!) But these 5 steps really do have the power to transform your money picture from meh to mega.

Simple Money Advice For Grown-Ups

The Huffington Post | Shane Ferro | Posted 01.05.2016 | Business

Financial advice isn't hard. It's so simple that most of it fits on a single 4x6 index card. Really. Back in 2013, University of Chicago professor Har...

Starting A Business In 2016? Here's What To Do With Your Money First

HuffPost Live | Ryan Buxton | Posted 12.31.2015 | HuffPost Live 321

LearnVest CEO Alexa von Tobel and America's Best 401K CEO Tom Zgainer offer advice on HuffPost Live to those looking to start their own businesses in ...

The Most Important Question To Ask About Your 401(k) Plan

HuffPost Live | Ryan Buxton | Posted 12.30.2015 | HuffPost Live 321

HuffPost Live talks with financial advisors about the most important information employees should have about their 401(k) savings plan....

10 Financial Resolutions for a Brighter New Year

Carrie Schwab-Pomerantz, CFP | Posted 12.28.2015 | Business
Carrie Schwab-Pomerantz, CFP

It's that time again--the time to reassess your finances and commit to making next year your best financial year yet. So in the spirit of the season, here's my annual 'financial shape-up' column.

Beyond Marriage: Equality May Change Your Financial Future Too

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

No matter what, the numbers don't lie, legal recognition of our relationships is paramount to having a healthy financial life now and a truly secure and happy retirement later.

Small Business Owners: Don't Get Lost in the Paperwork

Jim Salters | Posted 12.15.2015 | Business
Jim Salters

As the peak of the holiday season approaches, many small businesses will be seeking an injection of capital. This is a busy time for many business owners who need to account for an increase in sales.

Five Tips to Shred Your Credit Card Debt in 2016

CompareCards | Posted 12.11.2015 | Education

With the New Year right around the corner, many have begun planning their New Year's resolutions. If you're like many Americans, one of those resolu...

7 Ways Generation X Is Better Than Millennials With Their Money

GOBankingRates | Posted 12.10.2015 | Business

By Elyssa Kirkham, GBR Staff Writer People have made a lot of fuss about millennials and their stellar financial management skills. There are plen...

Tax-Free Gift Limits: How Much Money Can You Give??

Carrie Schwab-Pomerantz, CFP | Posted 11.30.2015 | Business
Carrie Schwab-Pomerantz, CFP

I'm a big believer in one generation helping the next, and the holidays are an excellent time to share one's good fortune. I'm also happy that you're concerned about the tax situation for your mother as well as yourself. It shows a mutual concern and a sense of financial responsibility.

Early Preparation Is The Key to Financial Success | Posted 11.24.2015 | Parents

As a practicing Certified Financial Planner® for 10 years, I can say my best clients have a great relationship with money. And the earlier you save t...

Can You Help a Teenager Learn How to Invest?

Carrie Schwab-Pomerantz, CFP | Posted 11.23.2015 | Business
Carrie Schwab-Pomerantz, CFP

I'm all for young people starting to invest early for several reasons. First, it's a great way for them to learn about the mechanics of investing. Second, they can learn about the markets -- during both good times and bad -- without too much at stake.

Top 10 Year-End Tax Planning and Other Financial To-Do's

Carrie Schwab-Pomerantz, CFP | Posted 11.16.2015 | Business
Carrie Schwab-Pomerantz, CFP

With time rushing by and the end of 2015 in sight, you may be lamenting that you haven't accomplished all that you had planned. But even if you'll have to put off certain things until 2016, you still have time this year to make some smart financial moves.

How Your Ego Is Sabotaging Your Retirement

GOBankingRates | Posted 11.04.2015 | Business

By Gina Horkey, Contributor As diligent as you have been about saving for retirement, your ego might have been quietly working against you the whole...

Collapsing Arguments for Conflicted Advice

Dan Solin | Posted 10.20.2015 | Business
Dan Solin

Even if you are fine with receiving conflicted advice (and not even being made aware of the conflicts), you are no doubt interested in the expertise of your broker. The evidence continues to mount, however, that "beating the market," while not impossible, is so difficult that it makes little sense to try.

Your Money and Your Life, Part Two

Carlota Zimmerman | Posted 10.20.2015 | Women
Carlota Zimmerman

This is the second part of my interview about financial literacy and responsibility with financial strategist Brian Bedford*.

Taking Social Security at 62: Is It a Good Idea?

Carrie Schwab-Pomerantz, CFP | Posted 10.20.2015 | Business
Carrie Schwab-Pomerantz, CFP

I'm turning 62 this fall and looking forward to starting Social Security. My good friend told me it's better to wait, but I'm eager to supplement my income. How do I decide?

Saving For Retirement? Suze Orman Says 'Roth 401(k) Is The Way To Go'

The Huffington Post | Brooke Sopelsa | Posted 09.23.2015 | HuffPost Live 321

Personal finance guru Suze Orman joined HuffPost Live on Tuesday to to impart her financial wisdom, including breaking down why a Roth ...

Jetting Into The Age Of The Jetsons For Wealth Managers

April Rudin | Posted 09.17.2015 | Business
April Rudin

So many of today's financial advisors are stuck in the outmoded era of a Fred Flintstone, when they need to fast forward to the high-tech tomorrow of the Jetsons.